by Seb Wals | Apr 7, 2022
Michelle Margolin is the Business Manager of Templar’s North American team, based in NYC. Since joining the firm in October 2013, her role has expanded to include the oversight of all day-to-day operations as well as key financials. She plays a vital role in the...
by Seb Wals | Apr 7, 2022
Megan Philbin joined Templar in 2018 and advises a wide range of financial services firms on their investor and client communications. Her Templar clients include top-tier asset managers, global investment banks, and insurance companies. She has a particular focus on...
by T3mpl4r4dv150r5 | Apr 2, 2022
Lindsey Larrabee is a former investment consultant. She combines over 12 years’ experience of building and managing client relationships – including at BNY Mellon and Oppenheimer Funds – with specialized expertise in financial psychology and behavioural finance....
by Seb Wals | Apr 2, 2022
Lidia Arshavsky is a certified executive coach and cross-cultural communication expert. Since 2015, she has trained thousands of professionals across sectors including financial services, technology, consulting and professional services. Her clients include Visa, JP...
by Seb Wals | Feb 16, 2022
James Compo has been training financial services professionals since 2013. He combines a deep understanding of the banking environment with broad L&D expertise. He joined from the Citi L&D team which supported the Private Bank and its Global Wealth parent....